Filed July 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200,613 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $105,000 |
DECHERT LLP2 years Service code 29 · EIN 23-1425587 | Legal | $26,678 |
Service code 10 · EIN 83-0414789 | Accounting | $19,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,011 | $53,684-5.0% | $170,435-70.1% | $80,976-37.0% |
| Participation rate | 51.8% | 69.2%-17.4pp | 83.6%-31.8pp | 68.3%-16.4pp |
| Annual return | 20.13% | 25.97%-5.8pp | 205.94%-185.8pp | 22.91%-2.8pp |
| Employer contribution / active EE | $869 | $1,642-47.1% | $5,432-84.0% | $2,402-63.8% |
| Participant deferral / active EE | $2,680 | $3,017-11.1% | $4,939-45.7% | $3,848-30.3% |
| Admin fee / account holder | $36 | $46-23.3% | $13,881-99.7% | $67-47.3% |